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The Bitter End

by Maggie Green March 19, 2014 Uncategorized

It’s a shocking and infrequently cited fact that the death rate among the human population in the United States is 100%. It will happen to all of us. When you think of it this way, […]

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Don’t be an ostrich

by Maggie Green December 2, 2013 Uncategorized

I love this article by Deborah Jacobs because it brings to the forefront some important reasons to talk about estate planning. Plus, with all of the family gatherings this holiday season, the article is timely written. Everyone […]

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On the lookout … financial and estate planning writers to follow

by Maggie Green September 4, 2013 Uncategorized

I love finding new estate planning authors and professional bloggers to follow. They inspire me improve my writing and help me think of better ways to discuss estate planning concepts with clients. Two women in […]

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Portability Revisited

by Jamie Held April 3, 2013 Uncategorized

Portability is a feature of the 2012 American Taxpayer Relief Act passed earlier this year.  It came as a welcome relief to many but there is still much confusion and skepticism surrounding this concept.

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